2025 Fall Forum

Evolve, Empower, Energize:

Transforming Sales & Marketing through Data & AI

 

We are entering an exciting new era where data and AI are no longer distant possibilities—they are active forces reshaping how we sell, market, and serve clients. What once felt experimental is now quickly becoming practical, and the opportunities to accelerate productivity, sharpen strategy, and enhance client experiences are expanding daily. Yet with this acceleration comes new questions: how do we balance innovation with compliance, integrate AI into existing systems, and ensure our people and processes evolve at the right pace? This year’s Forum theme—Evolve, Empower, Energize—is about addressing those questions directly, exploring how to adopt AI in meaningful, low-risk, high-impact ways.

 

This Fall’s SME Forum will bring together professionals across Marketing, Sales, Distribution, Technology, and Operations to share knowledge, explore solutions, and build lasting connections. Attendees can expect a mix of keynotes, case studies, and interactive workshops showcasing real-world use of AI, lessons learned from early adopters, and practical insights to take back to their organizations. The mission of the SME Forum remains clear: to provide a trusted community where peers can learn from one another, benchmark challenges, and leave empowered with strategies to thrive in this new age of data-driven transformation.

 

 

Still not sure if you should or can participate?

 

Email us at  SMEForum@TheSMEForum.net for help thinking through who best to attend based on content, opportunity and what is happening at your firm.  Let’s get the right people to participate.

 

Employees of Member Firms can register at preferred rates. Contact SMEForum@TheSMEForum.net with questions